CIK 1519611
Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.
Firm-level facts as reported by the adviser on Form ADV Part 1A (latest filing 2026-03-31). Regulatory assets under management (RAUM) is Form ADV's gross figure and can differ from a 13F long book — it includes private-fund assets, leverage and non-13(f) securities. Titles and figures as-filed. Latest ADV filing 2026-03-31. Form ADV ↗
| Name | Title (as filed) | Since | Ownership |
|---|---|---|---|
| HILDEN, KEVIN, DAVID | PRESIDENT | 2026-01 | <5% ·◆ |
| PROSTICK, ARTHUR, ISOM | CHIEF COMPLIANCE OFFICER | 2024-03 | <5% ·◆ |
| CERITY PARTNERS LLCentity | MEMBER | 2009-12 | 75%+ ·◆ |
Direct owners and executive officers as filed on the adviser's Form ADV Schedule A (as-filed titles; ADV updates annually and on material change). This lists officers and 5%+ owners — not necessarily the full portfolio-management team.
Signed this manager's latest 13F (2026-Q1). The filing's authorized signatory — frequently a compliance officer, general counsel, or CFO — not necessarily the portfolio manager or firm leadership.
| Name | Role (as filed) | Departed after | Now at (if tracked) |
|---|---|---|---|
| MISCINSKI, KURT, PATRICK | PRESIDENT | 2024-04 | Cerity Partners LLC |
| SECO, ROBERT, JOSEPH | GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER · GENERAL COUNSEL | 2024-04 | Cerity Partners LLC |
| PACE, BENJAMIN, ALBERT | CHIEF INVESTMENT OFFICER | 2024-04 | — not seen at a tracked firm |
| CURTIS, CHRISTOPHER, GEORGE | CHIEF FINANCIAL OFFICER | 2024-04 | — not seen at a tracked firm |
| QUINLAN, NEIL, LAWRENCE | DIRECTOR OF OPERATIONS | 2024-04 | Cerity Partners LLC |
| OKeefe, Mary, Claire | HEAD OF CORPORATE DEVELOPMENT | 2024-03 | — not seen at a tracked firm |
| RENSHAW, NANCY, ELIZABETH | CHIEF COMPLIANCE OFFICER | 2023-03 | Compton Wealth Advisory Group, LLC |
| EVANS, STUART, ASHLEY | CHIEF COMPLIANCE OFFICER | 2023-02 | MATHER GROUP, LLC. |
| PEEBLES, JANICE, SUE | CHIEF COMPLIANCE OFFICER | 2022-08 | — not seen at a tracked firm |
| REEVES, PATRICK, JOSEPH | MANAGING MEMBER | 2022-08 | — not seen at a tracked firm |
| BUTT, RONALD, DEAN | MANAGING MEMBER | 2017-05 | — not seen at a tracked firm |
Named owners/officers on a past Form ADV Schedule A who are gone from the firm's latest filing. “Departed after” is the last dated filing they appear on. A landing shows only when the destination is another SEC-registered adviser we track.
